Sws Partners Portfolio Holdings

Sws Partners

  • $402 Million
  • Q3 2025

Sws Partners has filed its 13F form on October 16, 2025 for Q3 2025 where it was disclosed a total value porftolio of $402 Million distributed in 121 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $38.4M, American Tower Corp with a value of $16.7M, Schwab Intermediate Term Us Tr with a value of $15.7M, Ishares Core S&P Mid Cap ETF with a value of $14.9M, and Spdr Portfolio S&P 500 High Di with a value of $10.7M.

Examining the 13F form we can see an increase of $50.2M in the current position value, from $352M to 402M.

Below you can find more details about Sws Partners portfolio as well as his latest detailed transactions.

Portfolio value $402 Million
ETFs: $163 Million
Technology: $82 Million
Healthcare: $30.7 Million
Consumer Cyclical: $21.9 Million
Industrials: $20.7 Million
Communication Services: $20.5 Million
Real Estate: $18.4 Million
Financial Services: $16.5 Million
Other: $28.5 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$89.6B
$16.7 Million 4.15% of portfolio
86,780
Q3 2025 Added 972.42%
$451B
$9.99 Million 2.49% of portfolio
53,543
Q3 2025 Reduced 3.52%
$2.31B
$9.86 Million 2.45% of portfolio
749,516
Q3 2025 Reduced 5.3%
$1.5T
$8.44 Million 2.1% of portfolio
34,719
Q3 2025 Added 19.22%
$18.3B
$7.57 Million 1.88% of portfolio
47,037
Q3 2025 Added 11.84%
$3.25B
$6.31 Million 1.57% of portfolio
76,417
Q3 2025 Added 1.68%
$71.8B
$6.02 Million 1.5% of portfolio
71,636
Q3 2025 Added 1.68%
$14.7B
$6 Million 1.49% of portfolio
89,431
Q3 2025 Reduced 12.99%
$7.18B
$5.91 Million 1.47% of portfolio
94,556
Q3 2025 Added 1.59%
$108B
$5.16 Million 1.28% of portfolio
2,208
Q3 2025 Added 31.19%
$742B
$4.91 Million 1.22% of portfolio
17,447
Q3 2025 Added 1.77%
$72.8B
$4.57 Million 1.14% of portfolio
55,760
Q3 2025 Added 1.2%
$871B
$4.44 Million 1.11% of portfolio
14,090
Q3 2025 Added 3.88%
$184B
$4.45 Million 1.11% of portfolio
45,405
Q3 2025 Added 1.79%
$79.2B
$4.12 Million 1.02% of portfolio
18,263
Q3 2025 Reduced 29.57%
$19.8B
$4.01 Million 1.0% of portfolio
124,643
Q3 2025 Added 1.74%
$322B
$3.78 Million 0.94% of portfolio
45,077
Q3 2025 Added 5.66%
$4.26B
$3.73 Million 0.93% of portfolio
18,349
Q3 2025 Added 1.61%
$236B
$3.58 Million 0.89% of portfolio
22,049
Q3 2025 Added 3.13%
$60.3B
$3.58 Million 0.89% of portfolio
16,706
Q3 2025 Reduced 13.34%
$149B
$3.59 Million 0.89% of portfolio
9,596
Q3 2025 Added 4.01%
$13.6B
$3.4 Million 0.85% of portfolio
37,100
Q3 2025 Added 22.65%
$1.65T
$3.32 Million 0.83% of portfolio
4,519
Q3 2025 Added 0.33%
$74B
$3.3 Million 0.82% of portfolio
26,667
Q3 2025 Added 2.76%
$3.21B
$3.26 Million 0.81% of portfolio
164,776
Q3 2025 Added 18.15%
$2.26T
$3.19 Million 0.79% of portfolio
14,527
Q3 2025 Reduced 45.9%
$93.5B
$3.08 Million 0.77% of portfolio
9,028
Q3 2025 Added 3.58%
$409B
$3.01 Million 0.75% of portfolio
12,997
Q3 2025 Added 3.34%
$288B
$2.98 Million 0.74% of portfolio
28,932
Q3 2025 Added 3.44%
$15.6B
$2.93 Million 0.73% of portfolio
48,364
Q3 2025 Added 4.24%
$190B
$2.95 Million 0.73% of portfolio
3,207
Q3 2025 Added 17.9%
$25.1B
$2.89 Million 0.72% of portfolio
19,859
Q3 2025 Reduced 33.26%
$63B
$2.76 Million 0.69% of portfolio
33,551
Q3 2025 Added 6.37%
$91.2B
$2.78 Million 0.69% of portfolio
14,419
Q3 2025 Added 5.63%
$223B
$2.73 Million 0.68% of portfolio
20,419
Q3 2025 Added 5.38%
$61.9B
$2.67 Million 0.66% of portfolio
19,604
Q3 2025 Added 5.41%
$158B
$2.58 Million 0.64% of portfolio
10,462
Q3 2025 Added 9.2%
$26.9B
$2.56 Million 0.64% of portfolio
38,102
Q3 2025 Added 100.23%
$86.1B
$2.54 Million 0.63% of portfolio
36,484
Q3 2025 Added 1.85%
$2.96B
$2.52 Million 0.63% of portfolio
126,367
Q3 2025 Added 1.38%
$196B
$2.49 Million 0.62% of portfolio
16,732
Q3 2025 Added 1.02%
$30.3B
$2.5 Million 0.62% of portfolio
43,732
Q3 2025 Added 1.56%
$46.2B
$2.45 Million 0.61% of portfolio
3,319
Q3 2025 Added 1.5%
$14.1B
$2.29 Million 0.57% of portfolio
26,923
Q3 2025 Added 5.88%
$4.88B
$2.16 Million 0.54% of portfolio
37,543
Q3 2025 Added 1.34%
$22.5B
$2.18 Million 0.54% of portfolio
15,866
Q3 2025 New
$14.9B
$2.12 Million 0.53% of portfolio
4,912
Q3 2025 Added 6.07%
$98.8B
$2.07 Million 0.52% of portfolio
16,760
Q3 2025 Added 4.25%
$139B
$2.02 Million 0.5% of portfolio
79,102
Q3 2025 Added 5.31%

Summary

  • Portfolio
  • No. of Stocks 121
  • Current Value $402 Million
  • Prior Value $352 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 16, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 89 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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